Andreina Del Carmen Mundarain

Financial Advisor

Professional

Andreina Mundarain joined Northwestern Mutual in Portland, Oregon's Mahaffey Network office in 2016. She is a licensed Advisor and holds her FINRA (Financial Industry Regulatory Authority) series 7 and 63 securities licenses. Andreina is currently completing a Masters of Science in Finance at Portland State University.

Before joining Northwestern Mutual Andreina worked as a paralegal in immigration law, working on everything from deportation litigation to investor visas and executive visas. She has continued to leverage her knowledge of the immigration system to better assist and comprehend the unique challenges of clients with immigrant background.

Andreina works with clients across the country to:

  • Locate and identify the source of financial pain points
  • Build plans designed to grow and adapt as client's lives change
  • Reduce anxiety around finances, regardless of where clients are in the financial planning process
  • Help create financial stability and security for themselves and their families

Clients who find the most value from working with Andreina include:

  • Self employed or commission/contract based professionals who lack full benefits through work and who may experience choppy or uncertain income
  • Young professionals looking for guidance on when and where to start planning
  • Individuals nearing retirement age that feel behind on their planning and are seeking an advisor to help them catch up without judgement
  • Analytical individuals seeking an advisor who enjoys geeking out and getting into the weeds on how strategies and products function
  • First and second generation immigrants and individuals from communities that have been traditionally neglected by financial services

 

Education

Degree Major Institution
Bachelor of Arts Political Science Reed College
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck